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Best financial advisors in Urbandale, IA

Registered advisers within 25 miles of Urbandale, IA.

Offices
401
Firms
153
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,348,921 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
3G CAPITAL LLC
WILON WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
DES MOINES INVESTMENTS, LLC
PFS INVESTMENTS INC.
FINANCIAL & TAX ARCHITECTS, LLC
INTEGRITY ALLIANCE, LLC
MOKOSAK ADVISORY GROUP, LLC
WELLTH ADVISORY SERVICES, LLC

Investors

Chad Alan Thomas-Killam
MARGARITA TERRONES KROMMINGA
Dalton Keith
Brian Matthew Becker
CORY JOSEPH TAYLOR
Guthrie Gethin Gaylord
Michael David Shields
MATTHEW SCOTT ONSTOT
JASON PAUL WILTSE
Connor Austin Peck
DRAKE MATTHEW ELLGREN
STEPHEN GEORGE CANAKES
MATTHEW SEAN KIMBERLEY
MICHAEL KEITH CARDWELL
JUSTIN G GERSEMA
JEFFREY ENGELHARDT
Chad Elton Borsheim
DAVID REIS
LINDSAY MAHER
JULIA REIS
KEVIN WAYNE HUNT
BRIAN PATRICK HOODJER
Derek Nelson
RICARDO ESTEBAN PERTIERRA
JAMES EDWARD HUNDMAN
RICHARD JAY RUDINGER
Michael Mervin Murry
LAYNE VIRGIL MONROE
MICHELLE RENEE STOCKMAN
Salvatore Lauri
MATTHEW JOHN FOX
BRIAN LEE KLITZKE
KRISTI SUSANNE IRVING
Andrew Landon Kuchera
John Phillip Kohles
MICHAEL VINCENT TEDESCHI
Priscilla Marie Nunez
Frederick Gustav Creutzer
Lucas M Listle
Joshua Mark Knights
Daniel Jeffries
Martin Webb Koonce
Caleb D Sumner
Daniel Frederick Sweetland
BRUCE ALLEN POPPER
BURT ALLEN SNOVER
WILLARD EDWARD GOMBERT
ANDREW ALLEN OSBY
Timothy Mark Rolls
LANCE AARON PRESLEY
CHRISTOPHER STUART NORRIS
MARK EDWARD GANTER
VIRGINIA DEANNE STEGEMAN
MICHAEL DEAN LISLE
JASON MILES KAMP
DANIEL JOHN HINCHEY
AARON JOSEPH PETERSON
JEFF DAVID JEWETT
BELMA MUJDZIC
JULIAN SALDANA
TOM PATRICK HOMESTEAD
PETER WILLIAM BROCK
PAUL SHORTIER
RICHARD EDWIN OLSON
RICHARD WILLIAM WASSON
WALKER PERSON
MIHAILO JOVANOVIC
TRACY CHRISTIANSON MCHALE
Jamie Kyoko Nikami Ta
CHRISTOPHER HAYS WILKINSON
FREDERICK WILLIAM STANSBERRY
Ethan Loren Hokanson
Jason Brandon Page
Thomas Michael Kellerman
Elizabeth B Evans
Charles Kiernan O'Neill
Wayne Carrick
DANIEL EVAN GOMBRICH
Jose E Amaya Cisneros
Joseph Brent Markham
Tyler Kretschmar
Scott Wei
Nicholas James Pitruzzello
Gabrielle Alexis Bruno
KEVIN Blake PLAIN
Quinn Berven
David Lee Evans
Michael Ciarlo
Andrew Borner
Bruce Jay Rothbard
HOWARD RAYMOND SOLOMON
DAVID JOHN WALLACH
Suzanne Stewart
John W Hanson
MARTIN OWEN MCCANN
LORILEE HOALST JONES
CHRISTOPHER ROBERT STEWART
RICHARD EDWARD FRICK
MARGHERITA SANDRA FOSCHINI
HUGH PALMER DUKE
BRIAN EDWARD AUKES
DANNY D HORN
JOHN MIGUEL JETT
DIANE ISABELA FREDERICKS
Douglas Robert Lederer
NOAH BEHREND
Jessica Erin Stewart
Bryan David Purdy
COLIN COYLE STEINBERG
Benjamin Greenlee
Adrian Malave
Daniel Hostetler
John Sutfin
Kevin Collins Eghrari
QUENTYN SEGO
Danial Larry Johnson
Suad Cuturic
EDWARD CARL ITTNER
ROBERT MARTIN VAN PELT
DAVID MICHAEL WARRICK
STEPHEN LAWRENCE HUFF
RAOUL KELLY BRANDT
LOUIS ANTHONY GARDNER
CORY JAMES WATSON
MANDIE JOSEPHINE PETERS
DIGVIJAY J GOHIL
TAMARA DEE CORN
KOLBY PAUL BLATCHFORD
Matthew Dogali
AARON MATHEW SMITH
BROOKE JAYSON BOWERMAN
DONALD RAYMOND SAVAGLIA
JEFFREY ALAN DITSWORTH
JOSEPH GERARD POMETTO
Lindsay Bliek
Andrei J Murphy
Shennoah Miller
XIAO CHEN
Aaron Robert Gremler
ATTILIO ANTHONY FOSCHINI
James Apostolico
JOHN FREDRICK BURMEISTER
CHRISTIAN FREDERICK LAASE
CHRIS DAVID BREEDEN
CARIE MARIE HECKLER
DANIEL PATRICK CONDON
SEAN ABBAS HAIDER
CHRISTOPHER LAWRENCE CLELAND
CHRISTIAN JAMES SIEBERT
John Jeremy Cyprich
JOSHUA WILLIAM ISHERWOOD
Jared Ross Breeden
Jimmy Bejarano
Jordy William Tickle
Nicholas Peter Mueller
Forrest Patterson
Michael Bauer
Kory Joel Schwan
NATALIE YVONNE YAKSICK
JOHN JOSEPH ERNY
William Snyder
JAY C LEWIS
Laramey Wayne Johnson
Cynthia Deanne Frances Tornetta
LEWIS EDWARD VASEY
Jonathan Thomas Lutz
RYAN MATTHEW PAGE
Caroline Elizabeth Evans
Martin Joseph Kelly
RICHARD FRANK MOKOSAK
STEPHEN MICHAEL HOUG
DANIEL KEITH BACHMAN
Callie Elizabeth Held
David Thomas Perrott
ERIC ALLEN OBERGFELL
Jack Lohman
James Kermit Norland

Within 25 miles of Urbandale, IA, Best Investors lists 153 registered investment advisory firms with 401 offices nearby, managing about $12.8T in combined regulatory AUM across 2,348,921 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Urbandale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM